Tiffany V. So, CFP®Client Advisor

Tiffany joined Crestwood in 2020 and serves as a Client Advisor.

As a member of the Wealth Management Team at Crestwood, Tiffany ensures a highly interactive and collaborative approach with clients in multidisciplinary aspects to achieve holistic wealth solutions. She is passionate in helping clients align their wealth objectives with their values, while working in tandem with the Portfolio Management Team to implement their specific needs and financial goals. Tiffany is committed in delivering excellence to achieve seamless client experience and continues to strive to exemplify personal attention to build meaningful relationships with each of her clients.

Tiffany earned her B.A. Degree in Economics at Bates College, where she was a member of the Bates Modern Dance Company. She is also a graduate of Northfield Mount Hermon School, a preparatory school located in Gill, Massachusetts. Tiffany has successfully obtained the Series 7, 63, 65 designations and is a CERTIFIED FINANCIAL PLANNER™ professional.

Raised in Hong Kong with family currently residing in Singapore, Tiffany remains a bilingual speaker – her native tongue Cantonese and English. She enjoys the outdoors year-round and frequently hikes throughout the New England area with her Labrador, Oakley.

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